Rick Lloyd Email & Phone Number

Latham, Ny

Work with small to mid-size manufacturers and non-profits (Manufacturing Extension Partnership / MEP organizations) supporting small to mid-size manufacturers in key areas: IT Strategy, Project Management, Data Management, Reporting, Marketing Automation, Data Quality and Reporting, configuring and managing CRM systems. Applications included: Salesforce, SharpSpring, Tableau and others.

Latham, Ny

Led and optimized application stack and application personnel supporting core insurance business. Hired to stop personnel attrition, stabilize struggling core benefit systems and improve business operations.Stabilized application environment by pulling billing out of transactional system and dramatically transformed enrollment running time from 24-hours to 2-3 hours with twice as much membership in the system. Estimated value: 2-hours per call center representative per day (200 reps) and significant client reputation restoration.Migrated benefit system from single SQL Server to a SQL cluster providing redundancy and continuity of operations.Stopped attrition of 20%+ of staff per year, achieved full staffing within 8 months of hire and unplanned personnel loss of less than 5%.Oversaw team of 70+ direct and indirect software developers, system admins, Informatica developers and support team with $8m budget.Simplified core benefit administration application stack from 3 systems to 2 eliminating complex claims process.Reduced provider caller volume resulting in wait time reduction from as much as 30-minutes to under 90 seconds by enhancing web self-service capabilities.Successfully implemented SOC1/SOC2 controls and passed audits for HITRUST / PCI.Partnered with claims team to identify “hi-touch” claims and changed systems to automate processing these driving 40% reduction in claims backlog while reducing claims staff.Improved member self-service with launch of first mobile applications.Identified, scoped and initiated transformation opportunities with Private Equity acquisition of Davis Vision and merger with Superior Vision to form Versant Health.

Drive IT optimization efforts, research future technology and organizational direction and design implementation. Tasked to consolidate application stack and manage development compliance and bring effective portfolio management to Pitney Bowes IT. • Conducted benchmark studies vs. appropriate industry peer groups to establish transformation targets.• Partnered identify savings and launched project “IMPACT” implementing ERP (SAP) system and launching enterprise Application Consolidation to move from 580 to 280 applications.• Architected company Microsoft licensing strategy and Enterprise Agreement (saving $1.5M).• Created vision around application monitoring driving operational outage durations within commitments.• Designed IT organization structure post IMPACT targeting significant savings in outsource spend.

Right-sized and refocused the IT organizations of two acquired software companies around delivering complex IT needs to the software business while transitioning core IT to an outsourced model.• Took over and stabilized a collapsing global IT organization (67% attrition in 6-months prior)• Built vision and established a DevOps team supporting Pitney Bowes software engineering teams. Migrated infrastructure and business application support to outsourced standard of Pitney Bowes. Established SLA’s with monitoring and reporting of those SLA’s to manage the outsourcer.• Strengthened development infrastructure support, SaaS support team, and application development team to transition and integrate acquired company to Pitney Bowes standard technology stack.• Built a Project Management Office (PMO) and strengthened on-time delivery and IT reputation.• Established live dashboards for IT projects giving visibility to business IT investment.• Introduced Portfolio Management, established a portfolio scoring model for Demand Management enabling transparency to IT decision-making in line with business priorities.• Brought CMMI to the organization in 3 key process areas and achieved Level 2 within 1 year.

Troy, Ny

Directed Practices Organization, Localization, Installer Development, and Technical Documentation teams. Worked with Engineering Leadership to chart strategic and tactical activities.• Established and guided best practices activities in 4 software engineering disciplines.• Worked across product development organizations to implement efficient product life cycle processes.• Instituted a metrics collection and reporting practice within Engineering to drive measurable improvements.• Established portfolio management of Engineering projects including dashboard reporting.

Troy, Ny

Guided MapInfo Engineering project managers to build and successfully execute on project plans. Additionally, directed efforts of MapInfo Engineering database and performance testing labs to support internal and external efforts related to MapInfo products.• Standardized PMO activities, introduced portfolio management and project scoring.• Directed the department and related activities releasing 2-generations of our products.• Dramatically improved the usefulness of measurement activities for the performance lab by shifting to a service organization model.• Prepared and managed budgets for my teams and consulted for other teams in preparation for their budgets.• Combined disparate infrastructure into enterprise solutions that serviced worldwide Engineering.• Directed Change Management activities related to all projects in MapInfo Engineering.

Troy, Ny

Managed the 35-person quality control and testing teams within MapInfo Engineering.• Initiated the move away from point and click testing to an automated testing system that supported the breadth of MapInfo products.• Managed the department through 20% reduction in force while improving productivity across additional products with better automation and smarter resource allocation.

Responsible for identifying and recruiting potential Doctors, Nurses, and Submarine Officer Candidates.

• Surface Warfare Officer on USS Guam (LPH-9). Various roles in assignment: Machinery Officer (Engine Room), Electronic Warfare Officer (EWO), OI-Division Officer, and Combat Systems Officer. Deployed to Desert Storm (Kuwait), Operation Provide Promise (Bosnia). Obtained qualification as: Engineering Officer of the Watch (EOOW), Surface Warfare Officer (SWO), Tactical Action Officer (TAO), and Command Duty Officer (CDO). • Awarded Navy Achievement Medal, National Defense Service Medal (2), Combat Action Ribbon, Southwest Asian Campaign Meal (2).

Bs, Computer And Systems Engineering

Activities and Societies: Navy ROTC

Certificate, Strategic Lead Cohort

Crash courses in finance, strategy, change management, leadership, marketing.